Diversify Wealth Management
UI icon

Diversify Wealth Management’s Ubiquiti UI Stock Holding History

Diversify Wealth Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
2,828
+78
+3% +$58.8K 0.03% 501
2026
Q1 		$2.67M Buy
+2,750
New +$1.87M 0.05% 296

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Diversify Wealth Management's UI Position: Q2 2026 in Review

Diversify Wealth Management increased its Ubiquiti (UI) stake by 2.8% in Q2 2026, buying an estimated $58.8K and bringing the position to 2,828 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #501.

Diversify Wealth Management first reported a position in UI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.67M in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Diversify Wealth Management held 2,828 shares of Ubiquiti worth $1.53M as of Q2 2026.
  • Diversify Wealth Management bought 78 Ubiquiti shares in Q2 2026, an estimated $58.8K.
  • Ubiquiti made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Diversify Wealth Management first reported a position in Ubiquiti in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Ubiquiti position peaked at $2.67M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.